FinArc Investments

FinArc Investments as of March 31, 2026

Portfolio Holdings for FinArc Investments

FinArc Investments holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Esg Aware Msci Eafe Etf Uit Exchange Traded (ESGD) 17.3 $18M 189k 95.62
Fidelity Enhanced International Etf Uit Exchange Traded (FENI) 5.8 $6.1M 163k 37.20
Alphabet Inc Class Class A Common Stock (GOOGL) 4.6 $4.8M 17k 287.56
Travelers Cos Common Stock (TRV) 4.3 $4.4M 15k 291.68
Jpmorgan Mortgage-backedsecurities Etf Uit Exchange Traded (JMTG) 4.0 $4.2M 82k 51.00
Bjs Whsl Club Hldgs Common Stock (BJ) 3.7 $3.9M 39k 98.42
Amgen Common Stock (AMGN) 3.4 $3.6M 10k 351.85
Cisco Sys Common Stock (CSCO) 3.4 $3.5M 45k 77.59
Jpmorgan Chase & Co Common Stock (JPM) 3.1 $3.2M 11k 294.16
Stifel Finl Corp Common Stock (SF) 3.0 $3.1M 42k 73.92
Lowes Cos Common Stock (LOW) 2.8 $3.0M 13k 236.28
Autozone Common Stock (AZO) 2.8 $2.9M 861.00 3377.78
Johnson & Johnson Common Stock (JNJ) 2.6 $2.7M 11k 244.44
Ss&c Technologies Hldgs Common Stock (SSNC) 2.5 $2.6M 39k 67.57
Microsoft Corp Common Stock (MSFT) 2.5 $2.6M 7.1k 370.17
Kroger Common Stock (KR) 2.5 $2.6M 36k 72.36
Danaher Corp Common Stock (DHR) 2.4 $2.5M 13k 189.60
Pentair Plc F Foreign Ordinaries (PNR) 2.4 $2.5M 29k 87.11
Sysco Corp Common Stock (SYY) 2.4 $2.4M 34k 71.33
Apple Common Stock (AAPL) 2.2 $2.3M 9.1k 253.79
Thermo Fisher Scientific Common Stock (TMO) 2.2 $2.3M 4.6k 491.53
Carrier Global Corp Common Stock (CARR) 2.0 $2.1M 38k 56.31
Nextpower Inc Class A Common Stock (NXT) 1.9 $1.9M 16k 120.55
Disney Walt Common Stock (DIS) 1.8 $1.9M 19k 96.38
Starbucks Corp Common Stock (SBUX) 1.8 $1.9M 21k 89.59
Veralto Corp Common Stock (VLTO) 1.4 $1.5M 17k 88.42
Amazon.com Common Stock (AMZN) 1.2 $1.3M 6.2k 208.27
Abbvie Common Stock (ABBV) 1.1 $1.1M 5.3k 217.49
General Mills Common Stock (GIS) 1.0 $1.0M 28k 37.22
Ishares Russell 1000 Value Etf Uit Exchange Traded (IWD) 0.8 $845k 4.0k 213.67
Vanguard Esg International Stock Etf Uit Exchange Traded (VSGX) 0.8 $826k 12k 71.73
Exxon Mobil Corp Common Stock (XOM) 0.8 $801k 4.7k 169.66
Salesforce Common Stock (CRM) 0.7 $773k 4.1k 186.67
State Street Spdr Bloomberg Short Term High Yield Bond Etf Uit Exchange Traded (SJNK) 0.7 $731k 29k 24.98
Ishares Esg U.s. Aggregate Bond Etf Uit Exchange Traded (EAGG) 0.7 $720k 15k 47.55
State Street Spdr S&p 500 Esg Etf Uit Exchange Traded (EFIV) 0.6 $615k 9.7k 63.08
Trane Technologies Plc F Foreign Ordinaries (TT) 0.5 $518k 1.2k 416.74
Ingersoll Rand Common Stock (IR) 0.5 $497k 6.2k 80.12
Schwab U.s. Broad Marketetf Uit Exchange Traded (SCHB) 0.4 $419k 17k 25.10
Kimberly Clark Corp Common Stock (KMB) 0.3 $297k 3.1k 96.47
Ishares Esg Advanced High Yield Corporate Bond Etf Uit Exchange Traded (HYXF) 0.3 $292k 6.3k 46.31
West Coast Cmnty Bancorp Common Stock (WCCB) 0.3 $290k 6.1k 47.50
State Street Health Careselect Sector Spdr Etf Uit Exchange Traded (XLV) 0.2 $227k 1.5k 146.61